|
⚲
|
| Great Oak Capital Partners LLC
✚
|
|
|---|---|
| CRD # | 281045 |
| SEC # | 801-116681 |
| CIK # | 0002012868 |
| AUM | $390.3 M (2025-06-16) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 508-230-7100 |
| Address | 105R Depot Street South Easton, MA 02375 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Northeast Utilities | 1.4 | ||
| J P Morgan Chase & Co | 1.3 | ||
| NB Bancorp Inc | 1.2 | ||
| Microsoft Corp | 1.2 | ||
| Apple Inc | 1.1 | ||
| Alphabet Inc | 0.5 | ||
| Amazon Com Inc | 0.5 | ||
| Alphabet Inc | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 447 | 142.9 |
| (b) Individuals (high net worth individuals) | 115 | 237.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 9.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,760 | 390.3 |
| By Discretionary | ||
| Discretionary | 1,756 | 380.5 |
| Non-Discretionary | 4 | 9.8 |
| Total | 1,760 | 390.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 390.3 | |
| Total | 1,760 | 390.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002012868] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Jeffrey N Mehler CFP LLC
✚
|
CT | 0.4 |
|
Riverstone Advisors LLC
✚
|
0.4 | |
|
Spielberger & Brooks Inc
✚
|
NY | 0.4 |
|
South Lakeview LLC
✚
|
0.4 | |
|
Disciplined Equity Management Inc
✚
|
FL | 0.4 |
|
Santori & Peters Inc
✚
|
PA | 0.4 |
|
SARD Wealth Management Group LLC
✚
|
GA | 0.4 |
|
Mowery & Schoenfeld Wealth Management LLC
✚
|
IL | 0.4 |
|
United Brokerage Services Inc
✚
|
WV | 0.4 |
|
Eaton Financial Holdings Company LLC
✚
|
FL | 0.4 |